‘Tis the Season for Keeping in Touch with Wise Agent CRM

Wise Agent has tons of holiday email templates that you can send in a snap! It only takes a minute or two to let your clients know you’re thinking of them.

Check out this video demonstration, or the step-by-step instructions below:

To send a Holiday email using Wise Agent’s templates:

1. From the top row of buttons, click Email > Email Contacts
2. On the left side of the page, under the Content section – click the Email Templates link
3. An Email Articles window will open, select “Holidays” from the drop down menu – click “go”
4. Double click on the desired template and it will insert into the body of your email

It’s a piece of cake! Or pie…depending on the holiday, of course! Let us know if you have any suggestions for additional templates!